Role Overview:

 

 

 

This is an outbound face-to-face customer facing role to generate revenue by delivering product recommendations and sales fulfillment to customers who require specific products.  The primary focus is on multiple sales streams or specialist products, however can identify cross sell opportunities based on customer need and refers where necessary.

Duties & Responsibilities:

•      Identifies and fixes appointments for meeting potential customers in order to present the products and services.

•      Provides the Sales Team with periodic reports of visits, i.e. Sales achievements, problems, customers’ feedback and any suggestions in order to help the team in achieving its targets.

•      Provides sales management with daily sales Activity reports.

•      Visits the potential customers and presents the services / products in an appropriate manner in order to contribute in meeting Sales targets

•      Maximizes all sales opportunities as sales management requests.

•      Presents high quality sales to potential/ existing customers as per HSBC service quality standards. 

•      Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

•      Submits applications and required documents to team leader& Mid-Office for checking and processing in a timely manner.

•      Participates in all sales activities, exhibitions, campaigns, promotions

•      Abides by HSBC rules and regulations in all their job activities.

•      Awareness of the operational risk associated with the role and the action to be taken to minimize the likelihood of operational risk occurring including risk identification, assessment, mitigation and control, loss identification and reporting.

•      Leadership over all regulatory and compliance matters and the management of operational risk

•      Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

 
Qualifications
 Experience & Qualifications:

•      B. University  (BA) or (BS)

•      years working experience

•      Good interpersonal, communication and presentation skills

•      Customer-oriented and with a self-learning attitude

•      Strong self-motivation, can work under pressure

•      Computer literate, with basic skillsets (MS Office)

Retail Banking and Wealth Management (RBWM) serves millions of customers worldwide. Our employees help customers to manage their day-to-day finances and save for the future. We offer career opportunities ranging from customer service and relationship management jobs in branches to roles in product development, sales, strategy, asset management and insurance. There are many career opportunities in Retail Banking and Wealth Management, from customer service and relationship management jobs in branches to roles in product development, sales, strategy, asset management and insurance. Generalist, specialist and managerial roles are available at all levels.

Why HSBC?

We put diversity at the heart of our business and we take our responsibility to develop our talent seriously. 

Joining HSBC will give you the chance to work in a collegiate, supportive and inclusive environment in which we seek to develop and promote people based on merit. We will provide you with tailored training and support to help you identify and follow your chosen career path, as well as access to a range of market-competitive benefits.

What to expect at HSBC

•      The chance to realise your ambitions

•      Globally connected careers

•      A strong emphasis on values

•      Learning and development opportunities

•      An inclusive, meritocratic culture

•      Market-competitive benefits

Global Careers Opportunities

Visit our Global Careers site where you can explore our business, meet our people and find useful application hints and tips

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